Law App includes fully compliant trust accounting built directly into the platform. Receipts, payments, transfers, reconciliation, and statutory reporting — all in one system, no add-on required.
Trust accounting is included in Law App's standard per-file subscription. No separate module. No additional fee. No integration with a third-party trust system. Compliant with Australian state trust accounting requirements. NSW Law Society certification currently being applied for.
Record trust receipts against any matter. Receipts post to the matter trust ledger and the trust account simultaneously, keeping your records accurate at the moment of entry.
Process trust payments directly from the matter. Payment authority workflows ensure no funds leave trust without the correct approval and documentation on file.
Transfer funds between trust matters or between trust and general accounts with a full audit trail. Every transfer records the authority, date, amount, and matter reference.
Process multiple trust transfers in a single batch. Particularly useful for conveyancing firms handling concurrent settlements — one requisition, multiple matters, one authorisation.
Reconcile the trust account against bank statements with a full trial balance. Law App flags any discrepancy between the ledger total and the bank balance before you finalise.
Generate the statutory reports required for external examination in your state — trust receipts and payments, trust account analysis, and matter-by-matter trust balances.
Connect your trust bank account to Law App's bank feeds. Trust transactions import automatically and sit ready to match against ledger entries, reducing manual reconciliation time.
Every matter shows its current trust balance at a glance. The full trust ledger for each matter records every transaction in chronological order with running balances.
Every trust transaction is logged with user, timestamp, matter reference, and authority. The audit trail is immutable — nothing can be deleted, only reversed with a counter-entry.
Because trust accounting is built into Law App — not integrated from outside — every trust transaction links directly to its matter. There is no import, no sync, and no risk of a mismatch between your trust ledger and your matter records.
Conveyancing and property firms often process multiple settlements on the same day. Law App's bulk trust transfer requisition allows multiple matters to be batched into a single authorised transfer run — one approval covering all settlements, with individual matter records maintained automatically.
Each transfer in the batch posts to the correct matter ledger, the trust account, and the audit trail independently. The batch is the authorisation. The ledger entries are individual.
A reminder on trust compliance: Trust accounting errors are among the most serious matters a law practice can face. Law App's trust module is built to Australian compliance requirements — but software does not replace good process. If you have questions about trust compliance in your state, speak to your law society.
What firms ask before they switch.
Call or email Caelun to book a time. Demonstrations are conducted by Kelly Mills — Law App's trust compliance and implementation specialist with 27 years of legal software experience. The session takes about 20 minutes and covers trust receipts, payments, reconciliation, and bulk transfers.